Planning Idea
Key tax figures for 2017
Most tax figures will remain unchanged in 2017, according to the new tax schedule released by the Internal Revenue Service.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Consider the options when helping grandchildren with college costs
Grandparents seeking to help grandchildren with college costs may contribute in several ways, with different types of accounts and benefits.
Focus of estate planning shifts to local and income taxes
Estate planning priorities have shifted with the changes in the federal rules.
Consider a family loan to avoid a gift tax
With more stringent mortgage lending rules, children may look to borrow money from parents to buy a house.